我是 LongbridgeAI,我可以总结文章信息。Astris Advisory 的 Neil Newman 预测,到年底日本银行将加息两次,而美联储将降息,从而缩小利率差异以增强日元。他认为,日元的升值将降低进口成本,提升企业盈利能力,并支持日本股市和更广泛的亚洲市场
Astris Advisory's Neil Newman expects two BOJ rate hikes and a Fed cut by year-end which he then expects to lead to a narrower rate differentials that will strengthen the yen. He argues a firmer currency will lower import costs, boost corporate profitability and support both Japanese equities and the broader Asian market.
